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HomeMy WebLinkAboutPSOMAS 7 - 2016INoF,Nt;E">~�" W(9ttK PRAY f]ROCEED UNTIL INSURANCE EXPIRES ��',' CLERK Of GOUNCI $ ��1�y CONSULTANT AGREEMENT A -2016 -058 THIS AGREEMENT is made and entered into this 5TH day of April 2016, by and between PSOMAS ( "Consultant ") and the CITY OF SANTA ANA, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ( "City "). RECITALS A. The City desires to retain a Consultant having special skill and knowledge to conduct a comprehensive Geographic Information System (GIS) Needs Assessment and Implementation Plan as well as an Enterprise Asset Management Needs Assessment and Implementation Plan for the Public Works Agency. & Consultant represents that Consultant is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field'and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and. respective promises, and subject to the terns and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform those services as set forth in the Exhibit A and incorporated by reference to this Agreement. 2. COIi411'ENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services the total sum of Two Hundred and One Thousand and Nine Hundred and Thirty Seven Dollars ($201,937.00) at the rates and charges identified in Exhibit B and incorporated by reference to this Agreement. A contingency of ten percent (10 %) shall be available, at the discretion of the Executive Director of Public Works, for services that are currently not anticipated, but may be required to complete the Project. Therefore, including the contingency, the total surn to be expanded under this Agreement shall not exceed Two Hundred and Twenty-Two Thousand and One hundred and 'Thirty One Dollars ($222,131..00) daring the terni of this Agreement. b. Payment by City shall be made wit[-iin forty -five days (45) Clays following receipt of proper invoice evidencing work performcd, subject to City accounting procedures. Payment need not be made for work that fails to meet the standards of performance set forth in the Rooitals which may reasonably be expected by City. Page 1 01`8 3. TERM The term of this Agreement shall commence on the date first written above and terminate on April 4, 2017, miless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer- employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to its employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non - exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ( "Documents & Data "). Consultant shall require all subcontractors to agree in writing that City is granted a non - exclusive and perpetual license for any Documents & Data the subcontractor prepares tinder this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance which shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's negligent operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amowits of insurance shall be not less Uzan the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total . amoumt of $1,000,000 per occurrence and $2,000,000 in the aggregate. Such insurance shall (a) Page 2 of 8 name the City, its officers, employees, agents, volunteers and representatives as additional insured(s); (b) be primary and not contributory with respect to insurance or self-insurance programs maintained by the City; and (c) contain standard separation of insured provisions. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non -owned automobiles. c. Worker's Compensation Insurance. In accordance with California State law, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self- insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. If Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. e. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: (i) Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. (ii) Certificates of insurance shall be furnished, to the City upon execution of this Agreement and shall be approved in form by the City. (iii) Certificates and policies shall state that the policies shall not be canceled, or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. (iv) Consultant shall supply City with fully executed additional insured endorsement. f If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and. is in force and paid for, the City shall have the right, at the City's election, to tenninate this Agreement. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of term.inati.on. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 7. INDEMNIFICATION Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims Page 3 of 8 for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant or its contractors, subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section I of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terns of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees aid costs for special counsel to be selected by the City, regarding any action by a third pasty challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code §27818, the above indemnity shall be limited, to the extent required by Civil Code §2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright irifringenient, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimurn period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement, All such records and invoices shall be clearly identifiable, Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work., data, documents, :proceedings, and activities related to this .Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant received from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the sane degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written Page 4 of 8 information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and /or agent of the other party is covered by this Agreement. The foregoing obligations of non -use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant and disclosed without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interest and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12, NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Cleric of the Council City of Santa Ana 20 Civic Center Plaza (M -30) Santa Ana, CA 92701 Fax 714- 647 -6956 With courtesy copies to: Fred Mousavipour Executive Director Public Works Agency City of Santa. Ana 20 Civic Center Plaza (M -36) P.O. Box 1988 Santa Ana, CA 92702 Fax 714 - 647 -5622 And City Attorney City of Santa Ana 20 Civic Center Plaza (M -29) P,O, Box 1.988 Santa Ana, CA 92702 Fax (714) 647 -6515 Page 5 of 8 'I'o Consultant: PSOMAS 3 Hutton Centre Drive, Suite 200 Santa Ana, CA 92707 Office 714 -751 -7373 Fax 714 -545 -5583 www.Psomas.com A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty -four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by facsimile, communication shall be effective or decmed to have been given twenty -four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant regarding the subject matter herein, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail and will serve to fully supersede existing Agreement. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, that terms or conditions hereof, shall not bind or obligate Consultant nor the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any parties which are not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior Page 6 of 8 written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 15. TERMINATION This Agreement maybe terminated by the City with thirty (30) days written notice of termination to the Consultant. a. As a condition of such payment, the City may require Consultant to deliver to the City all the work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work that fails to meet the standard of performance specified in the Recitals of this Agreement. 16. NON DISCRIMINATION Consultant shall not discriminate because of race, color, creed, relation, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities or any activities under this Agreement, Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 17. JURISDICITON - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California, Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18, PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United Sates, the State of California, the City of Santa Ana, and all other governmental agencies. Consultant shall notify the City immediately and in writing of her inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this .Agreement. Page 7 of 8 19. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement, IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. CITY OF SANTA ANA ATTBST: MARIA D. HUIZAR Cleric of the Council APPROVED AS TO FORM: Sonia R. Carvalho City Attorney_ By: O E SANDOVAL rief Assistant City Attorney RECOMMENDED OR APPROVAL: Cw� / A �-- FR MO W7IPOUR Executive Director Public Works Agency DAVID CAVAZOS City Manager CONSULTANT: Page 8 of 8 A;V— Tamiraw standards and specifications, as well as staffing capabilities and needs. The implementation plan will define GIS initiative or "projects" that represent manageable work efforts to advance the GIS program. Each project will be defined with the following specifics: * Project title and objective * Scope of work * Deliverables * Sponsors and stakeholders * Resource needs * Planning budget * Planning schedule The final implementation plan will prescribe fiscal projections for these GIS projects by defined phases and schedule to present a road map for successful and sustainable * Project kickoff meeting a Weekly action Item review implementation, maintenance, and management. Expected challenges for conducting the needs assessment and planning are most likely around project logistics of engaging each stakeholder group throughout each of the project tasks. Psornas' methodology will engage city participants at each step in the process and help instill city ownership of the resulting strategic initiatives. SCOPE OF SERVICES This section defines Psomas' scope of services, project task plan, and deliverables. Although our overall task plan is consistent with the task guidance outlined in the RFP, the sequencing and grouping of tasks is somewhat different from the RFP guidance. Our structure will help the PWA stakeholders engage, understand, and agree incrementally to the planning building blocks of requirements definition, opportunity assessment, and plan development. Five key tasks produce the project deliverables: Bi- weekly project managers review meeting Monthly status report and invoice Develop and administer needs assessment survey /worksheet Needs Assessment'Report summarizing the existing Interview PWA personnel based on functional groups environment, needs, and gaps in applications, data, procedures/ Review existin workflows, and resources g processes, databases, systems, workflows, and other documantation — inventory of PWA GIS operations * Develop aggregate Needs Assessment Report a Perform gap analysis in GIS data, workflows, and applications Define strategic initiatives * Define PWA GIS governance and management structure * Develop conceptual database design * Define recommendations for software, physical system, resources, and operational management * Develop PWA GIS system design document * Develop GIS workflows and GIS project descriptions a Develop implementation plan with phasing schedule and budget * Conduct final presentation * Submit final deliverables package o Enterprise GIS strategic Initiatives memorandum defining major strategies to address gaps, GIS vision and mission, governance structure, staffing and skills System design document including software, IT infrastructure, and conceptual database design and system Integration design • Implementation Plan to fulfill GIS vision and address documented gaps through discrete projects • Budget, schedule, resource needs, and outcomes by project .... -_.- .... -.. .- ... . r P S O M A S Trask I - Project Initiation and Management 1.1 Project initiation — Psomas will facilitate a project kickoff meeting with the PWA's project team to review objectives and approach, document project success factors, and identify stakeholder groups to participate in the needs assessment interviews. Psomas will review and finalize the work plan, project management plan, quality control plan, acceptance criteria, and project communication plan. 1.2 Project management — Based on Psomas' project management manual and standard procedures, Psomas will perform the following project management activities: • Conduct weekly progress and quality review meeting with Psomas internal team • Facilitate bi- weekly progress meeting with core project team Maintain bi- weekly action item worksheet * Maintain project web portal and associated resources • Maintain and update project work plan (schedule and budget with cost -to- complete estimate) • Generate monthly project status report and invoice 1.3 Project closeout — Also based on Psomas' project management manual and standard procedures, Psomas will perform the following project closeout activities: Compile all project deliverables into transferrable formats a Conduct final deliverables review presentation to appropriate project stakeholders * Deliver three (3) hard copies of all project deliverables, in color, and bound with a protective cover * Deliver one (1) copy of each document in Microsoft 2013 format on a USB flash drive and DVD * Submit and sign final Acceptance Memorandum Conduct post - project review meeting with PWA's project learn P S O M A S Deliverables: * Kickoff meeting and meeting notes (MS Word, PDF) BI-weekly project status meetings and action items list (MS Excel) Monthly written project status reports (MS Word, PDF) * Final deliverables package (Hardcopy, MS Word) Task 2 - Needs Assessment Psomas will use several methods to gather and review information from PWA participants that will be used in subsequent tasks. These information gathering techniques will include: Review pertinent documentation including existing plans, standards, and guidelines for GIS management, operations, and maintenance activities Deploy pre.-Interview survey to gather necessary information from PWA participants Facilitate functional group interview sessions Conduct GIS workflows definition, mapping, and engineering sessions ® Perform email and phone follow -up communication to clarify interview information Document and distribute aggregated needs assessment report 2.1 Research and review existing environment — Psomas will gather information and evaluate business and operational needs for each functional Division within the PWA. These include: Engineering, Water Resources, Maintenance Services, PWA's executive management, and other groups that impact operations, such as Information Technology or advisory bodies, 2.2 Conduct pre - interview survey — The needs assessment will begin with a request to each Division to participate in a pre - interview survey to document their core business areas, current operational activities, standards used, defined procedures, data ownership, technologies used, and unmet needs in performing their responsibilities. This easy - to -use survey provides an efficient means of gathering PWA's information prior to the interviews, and preparing participants so that the interviews will be effective and focused. Survey participates may attach reference documents that elaborate on their services. The PWA will assist in identification of survey participants. 2.3 Interview PWA personnel by Divisions — After survey responses have been completed, Psomas team will conduct interviews with representatives from each Division. Interviews should include business managers and service specialists (field and office). Participants are requested to bring appropriate samples, documents, and other operational products. These interviews will review Information gathered from the survey forms and information gathered from Psomas' review of documentation, discuss additional details about current business needs, operations, examine information sources, technologies used, and user perceived unmet needs. Through coordination with the PWA, Psomas will perform interviews during blocks of days for interviewing efficiency. Throughout the project, we will follow -up with project participants via phone and e -mail contact to clarify and elaborate on information provided. These interview sessions are scheduled to be two (2) hours in duration. 2.4 Conduct GIS workflow mapping and engineering sessions (As -is /Desired) — Based on the findings from the needs assessment interviews, Psomas will conduct GIS workflow mapping and engineering sessions with predefined participant groups to document as -is and desired GIS workflows in GIS data management, maintenance, application usage, and governance processes. 2.5 Develop aggregate needs assessment report — Psomas will prepare aggregate GIS needs assessment report and distribute to the interview groups for review, comment, and approval. Psomas will update, modify, and finalize the report with comments received from each interview group. Dellverables Aggregate GIS Needs Assessment Report (MS Word, PDF) PWS GIS Inventory (MS Excel) Task S - Strategic Planning Psomas will develop a strategic initiatives framework to evaluate the alignment of PWA's GIS vision with strategic GIS needs identified in the needs assessment. This process will produce clear definition of specific GIS implementation projects to achieve the goals and objectives of the GIS strategic initiatives. 3.1 Identify PWA's GIS Vision — Based on the needs assessment findings and guidance from the PWA management, Psomas will identify and confirm enterprise GIS vision for PWA. 3.2 Develop GIS Technology Strategy — Effective technology infrastructure is essential to efficient operations of the GIS program. Specific areas of focus for GIS technology recommendations include the following: Data — completeness, quality, currency F Applications — effectiveness, sustainability, sponsorship /ownership * Information integration and accessibility * Mobile workforce — Providing field staff with information and activity recording a Cyber security — Risk areas and necessary security measures 3.3 Define GIS Strategic Initiatives - Psomas will develop a list of recommended GIS strategic initiative that will address the comprehensive needs for GIS, supporting technology, governance and logistics, and development and /or integration of effective asset management program. Deliverables Enterprise GIS strategic initiatives memorandum Task 4 ., GIS System Design The GIS technology infrastructure currently deployed at PWA is not sufficient to support enterprise -level GIS implementation. One of P S O M A S the key strategic initiative will be to address this gap based on our assessment of the GIS hardware, systems, software, and data environment, aligned with the GIS technology strategy. 4.1 Develop conceptual database design — Psomas will develop a conceptual design of the GIS data repository based on the Esri Local Government Information Model (LGIM) that unifies existing GIS databases maintained by various data owners. 4.2 Develop GIS technology recommendations — Psomas will identify GIS technology recommendations to address the following categories: • IT infrastructure configuration • GIS server requirements GIS asset management GIS data repository and maintenance policies 4.3 Develop GIS system design document — Psomas will compile the design and recommendations to produce a GIS system design document. Deliverables Conceptual database model (MS Visio, PDF) * GIS system design document (MS Word, PDF) Task 5 - Develop Impieflientatjen Plan The implementation plan will incorporate strategic initiatives and expand on the plan to define implementation projects, sequences, aggregate resource needs and costs by year, an implementation timeline, and plan execution management requirements. 5.1 Develop GIS workflows (Final) and GIS project definitions — Psomas will prepare implementation project definitions that address strategic initiatives requirements and goals. The project definition approach provides a method for plan implementation that enables incremental results for each project, facilitates prioritization, and budgeting. Each project will be presented in a common format to simplify comparative review. Psomas will also finalize PS OPMAS the GIS workflow diagrams to be included in the implementation plan. Contents of the project descriptions include: * Project title and objective * Scope of work * Deliverables * Sponsors and stakeholders * Resource needs * Planning budget * Planning schedule 5.2 Develop implementation plan document — Psomas will develop the final implementation plan that includes the following sections: • Executive summary — design for executive management audience • Project overview — purpose, audience, uses of the plan • Needs assessment summary — key findings from the needs assessment phase ., Strategic GIS initiatives — list of recommended GIS initiative GIS system recommendation — summary of GIS technology and system recommendations * Recommended implementation projects — recommend GIS projects and its definition * Implementation road map — phase sequencing, implementation schedule, and fiscal projection Appendices — include supporting documents, workflow diagrams, etc. 5.3 Facilitate final plan presentation — Psomas will present the final implementation plan to key stakeholder groups. This workshop is scheduled for one (1) hour. Deliverables Full color copies of the executive summary (20 hard copies, PDF) Final GIS workflow diagrams (MS Visio, PDF) Submit project deliverable package as defined in Task 1.3 Project Closeout ,t SO Yi[•+ f l}l'y. s{ 1f i rcY" P Y�tk i , Y Y Mr _, I l 1 F x P ,t SO Yi[•+ f l}l'y. s{ 1f i rcY" P Y�tk i , Y Y Mr _, I l SCOPE OF WORK This section defines Psomas' scope of services, project task plan, and deliverables. Our structure will help the City stakeholders engage, understand, and agree incrementally to the planning building blocks of needs assessment, system design and plan development. At the conclusion of this project, the City will have detailed information on its assets, planned workflows, expected resource needs, and an action plan for EAM implementation to support the selection of EAM software and proceed with implementation. The scope of service tasks listed below are consistent for a PWA only or a citywide scope (RFP OPTION 1 or OPTION 2). The breadth of effort is different and thus the costs and schedule are impacted even though the processes are the same. The following four (4) key tasks produce the project deliverables: SCOPE OF WORK SUMMARY * Project Initiation s Project Management Project Closeout Collect and Review Existing Asset Inventory Data and Related Documents Conduct Pre - Interview Survey Interview City /PWA Personnel s Conduct Asset Management Workflow Mapping and Engineering Sessions ® Develop Aggregate Needs Assessment Report Develop Conceptual EAMS Database Design h Develop EAMS Technology recommendations Develop EAM System Design Document • Kick -Off meeting and meeting notes (MS Word, PDF) • Bi- weekly project status meetings and action items list (MS Excel) • Monthly written project status reports (MS Word, PDF) • Final deliverables package (Hardcopy, MS Word) k Aggregate PWA Needs Assessment Report (MS Word, PDF) ® PWS asset inventory data (MS Excel) Conceptual database model (MS Visio, PDF) * EAMS System Design Document (MS Word, PDF) • Define Enterprise Asset Management - Full color copies of the Executive Summary Strategy (20 hardoopies, PDF) • Develop Implementation Project Definitions a Submit project deliverable package as defined • Develop Implementation Plan Document in Task 1.3 Project Closeout • Facilitate Final Plan Presentation P S O M A S r 4.„ Task 1. Project Initiation and Management 1.1. Project Initiation — Psomas will facilitate a project kickoff meeting with the City's project team to review project objectives and approach, document project success factors, and identify stakeholder groups to participate in the needs assessment interviews. Psomas will review and finalize the work plan, project management plan, quality control plan, acceptance criteria, and project communication plan. Psomas assumes a project leadership team representing key stakeholders will be assembled to serve as the City's Project Management team engaged with Psomas in regular project management activities and to facilitate coordination of broader stakeholders throughout the project. 1.2. Project Management — Based on Psomas' project management manual and standard procedures, Psomas will perform the following project management activities: Conduct weekly progress and quality review meetings with Psomas' internal team • Facilitate bi- weekly progress meetings with core project team • Maintain bi- weekly "action item" worksheet Maintain ProjectWeb portal and associated resources • Maintain and update project work plan (schedule and budget with cost -to- complete estimate) • Generate monthly project status report and invoice 1.3. Project Closeout —Also based on Psomas' project management manual and standard procedures, Psomas will perform the following project closeout activities: Compile all project deliverables into transferrable formats Conduct final deliverables review presentation to appropriate project stakeholders • Deliver three (3) hard copies of all project deliverables, in color, and bound with a protective cover • Deliver one (1) copy of each document in Microsoft 2013 format on a USB flash drive and DVD • Submit and sign final Acceptance Memorandum • Conduct post - project review meeting with City's project team Deliverables • Kickoff meeting and meeting notes (MS Word, PDF) • Bi- weekly project status meetings and action items list (MS Excel) • Monthly written project status reports (MS Word, PDF) • Final deliverables package (Hardcopy, MS Word) Task 2. Needs Assessment Psomas will use several methods to gather and review information from City /PWA participants that will be used in subsequent tasks. These information gathering techniques will include: Review pertinent documentation including existing plans, standards, and guidelines for asset management, maintenance operations, asset data inventory and related management Deploy pre - interview survey to gather necessary information from City /PWA participants Facilitate functional group interview sessions Conduct asset management workflows definition, mapping, and engineering sessions Perform email and phone follow -up communication to clarify interview information Document and distribute aggregated needs assessment report 2.1. Collect and review existing asset inventory data and related documents — Psomas will collect the City /PWA's existing asset inventory data. Psomas will review the format, contents, and quality of the data inventory to prepare for interview and CI1y of San t=, .Ana ';I;ID' : . k , � i on : . i I � P S O M A S workflow sessions. It is expected that the existing asset inventory will be in a variety of formats including GIS, CAD, Excel, database, Word and in some cases, it will be incomplete. Related condition assessment, financial records, maintenance information, and capital plans will be reviewed. 2.2. Conduct pre - interview survey - The needs assessment will begin with a request to each Division /Department to participate in a pre - interview survey to document their core business areas, current operational activities, assets under their control, standards used, defined procedures, data ownership, technologies used, and unmet needs in performing their responsibilities. This easy -to -use survey provides an efficient means of gathering City /PWA information prior to the interviews, and preparing participants so that the interviews will be effective and focused. Survey participants may attach reference documents that elaborate on their services. The City /PWA will assist in identification of survey participants. 2.3. Interview City /PWA personnel -After survey responses have been completed, the Psomas Team will conduct interviews with representatives from each Department/ Division. Interviews should include business managers and service specialists (field and office). Participants are requested to bring appropriate samples, documents, and other operational products. These interviews will review information gathered from the survey forms and information gathered from Psomas' review of asset inventory data; discuss additional details about current business needs and operations; and examine information sources, technologies used, and user perceived unmet needs in asset management activities. Through coordination with the PWA, Psomas will perform interviews during blocks of days for interviewing efficiency. Throughout the project, we will follow up with project participants via phone and e -mail to clarify and elaborate on the information provided. These interview sessions are scheduled to be two (2) hours in duration. 2.4. Conduct asset management workflow mapping and engineering sessions - Based on the findings from the needs assessment interviews, Psomas will develop "to be" asset management workflows based on the City /PWA needs and preferences and guided by industry best practices. The workflows will be discussed with each work group and modified to reflect feedback from the participants. Workflows model the inputs, actions or processes, outputs, and actors. We envision that a dozen or so primary workflows will be developed that are applicable to the full range of asset types, thus providing standard processes across asset types to improve organizational efficiency, and simplify systems, training, and performance monitoring. 2.5. Develop aggregate needs assessment report - Psomas will prepare an aggregate asset management needs assessment report and distribute to the interview groups for review, comment, and approval. Psomas will update, modify, and finalize the report with comments received from each interview group. The report will include the following information: • Executive summary of findings • Synthesis of the existing environment and high level needs for an asset management program addressing core components of the asset management lifecycle, including: Asset management strategies, plan, and policy Asset inventory Condition assessment Level of service standards - KPI (Key Performance Indicators) Benchmark of current performance Prioritization of backlog CIP planning - - — P S 0 M A 3 _. t,. of Work management, Computerized Maintenance Management System (CMMS) Performance measurement and reporting • As -is asset characterization sheets describing each asset the City manages. Information will describe the asset, asset custodian, current life -cycle management practices, known deficiencies, systems used for managing the assets, listing of reference documents (CIP, master plans, etc.), and other pertinent data • EAM opportunity areas and applications Needs assessment participants Deliverables Aggregate PWA Needs Assessment Report (MS Word, PDF) 6 PWA asset inventory data (MS Word, PDF) Task 3. Enterprise Asset Management System Design Based on our current understanding of the City's IT infrastructure (i.e., supporting GIS), we assume the technology infrastructure currently deployed in support of asset management is not sufficient to support enterprise -level EAMS implementation. One of the key strategic initiatives will be to address this gap based on our assessment of the system hardware, software, data repository, necessary resources, training, and governance required for sustained operations. 3.1. Develop Conceptual EAMS Database Design — Psomas will develop a conceptual design of the EAMS data repository based on industry best practices and available templates. The conceptual database design will define relationships between data and systems for the envisioned EAM. Components of the design will include asset registry, asset condition data (CCTV, inspection records, etc.), strategic prioritization, criticality, consequence of failure, future demand, work management and work history, fiscal tracking, CIP, staff qualifications and training, service requests and complaints, and level of service goals and trends. The design will be presented graphically and supplemented with a succinct narrative to explain the components and their importance. Information systems are referenced as it is expected that the EAM will integrate with some existing systems and data stores. 3.2. Develop EAMS Technology Recommendations — Psomas will identify technology recommendations to address the following categories requested in the RFR Increasingly, EAM offerings are moving to cloud hosted services that present IT configuration alternatives that have minimal impact on the City IT infrastructure. We will present alternative configurations considering both hosted services and on premise installation of EAM solutions. • IT infrastructure configuration • EAMS server requirements • EAMS data repository and maintenance policies • Mobile data management and mobile equipment alternatives for field workforce enablement EAMS governance, operations, and technical support 4.3. Develop EAM System Design Document — Psomas will compile the design and recommendations to produce the system design document. Deliverables c Conceptual database design (MS Visio, PDF) EAMS System Design Document (MS Word, PDF) Task 4. Implementation Plan and Final Presentation The implementation plan will incorporate strategic initiatives and expand on the plan to define implementation "projects," sequences, aggregate resource needs and costs by year, P S 0 M A S an implementation timeline, and plan execution management requirements. The plan will include the identification of EAM vendors that are appropriate to serving the needs of the City, support materials for EAM RFP processes, and guidance for vendor evaluation and selection. 4.1. Define !Enterprise Asset Management Strategy — Psomas will define an EAM vision, mission, and objectives based on the needs assessment findings and EAM system design document. This strategy definition guides the specific implementation plan elements. 4.2. Develop Implementation Project Definitions — Psomas will prepare implementation project definitions that address strategic initiative requirements and goals. The project definition approach provides a method for plan implementation that enables incremental results for each project, and facilitates prioritization and budgeting. Each project will be presented in a common format to simplify comparative review. Projects will support a phased EAM implementation that is adaptable to changing priorities of the City. Key projects will include system procurement and deployment, change management to new workflows and systems, asset inventory updating, condition assessment, asset class master planning, establishing KPls and measurement systems. The projects are described in sufficient detail to fund and launch the projects. Contents of the project descriptions include: Project title and objective Scope of work Deliverables Outcomes Sponsors and stakeholders Resource needs (Staffing, equipment, software, consultant services) Planning budget Planning schedule 4.3. Develop Implementation Plan Document — Psomas will develop the final implementation plan, including the following sections: • Executive Summary — design for executive management audience • Project Overview — purpose, audience, uses of the plan • Needs Assessment Summary — key findings from the needs assessment phase • Strategic Asset Management initiatives — list of recommended strategic initiatives • EAM System Recommendation — summary of EAMS technology and system recommendations • Recommended Implementation Projects — recommend projects and definitions • Implementation Roadmap —phase sequencing, implementation schedule, and fiscal projection • Appendices — include supporting documents, workflow diagrams, etc. 4.4. Facilitate Final Plan Presentation — Psomas will present the final implementation plan to key stakeholder groups. This workshop is scheduled to be a one (1) hour presentation including discussion with the workshop participants. Deliverables m Full color copies of the Executive Summary (20 hardcopies, PDF) m Submit project deliverable package as defined in Task 1.3 Project Closeout P S O M A S �� _ .. _ -1 ii Uty of Dante Ana Ommr-30r3W3 — /6ul'ueId lJ B(JIUULI,d Pue Uollaziudio ♦ ♦ 10 S910110d Pue UOISIIA ♦ * A 1 d 1 10 3 1 -PV. 09,�� ♦ u ♦ 4 ♦ * a) a) E 4°?- -' 0 — 0 0 a) M 0 CL Lo , (� co 0 0) c a) m 0 0 = ca t a E 0 a) 0 M (D a 0 CL 0 0 Q a) 0 > 3: cL 0 ED E m 2 r�L a >, '0 0 = c m E — 0) (D 'a < -0 E w 0 a) c 0) a) a 0 -- to m CU E E a cu a M a 0 0) 0 c o U) (u CL T q CD E ED E 0 a 0. E E E- 0 C: 0 .— (D E E �: V) .— w 'o 1� '2 -tq 0) E a CL n M cra 0 — = c -0 (D 0) < r a M CL 'D .2 cu E R 'E '2 C Q) (D av)) E (0 (D c , cu (U fu (D r a- a E r C .2 �:, 0 U� �o w FT 0 E 0 c Co W 0) w E c: co U) (L a. a) (D 0 a) B E E (U CD Q) U) 0 U) E _0 co < EL IOL 'to 0 E 0) (D (D 0 (a N w 0 'D 0 U) 9 0 < (D I w -m 0 r T f0// 0 'a o w OL L < 2- C& 0 a) z a) E a, C A a) G Do) 2 W L) V) 0) w 0. z < w LU co w LIJ w w ca 0 0) o 12) z Mc — = U) 0 0 a) 0- cu W CL (1) -a Q) o U N o c 0 0 x > 0 E a) a) (D 0 :2 �w W 0- a) .@ C > m ca a E c C'a N w 0 0 im E 3: 0 0) 0 w 0 Z 0 a 0 E2 0 LL 5) c �Lo- o —�2 0 c 0 C n w C) a) E 2 @ W i5 -a 0 0 cu C: z a < m w < 3 3w U), c (n u 0 019 m 0 3 m 2 cu 4) �w 0 16 '6 'd 0 0 46 o 46 U) cu E " a o Q < Q 0 F- w 6 CT 3: 8 >, ---------- - P S 0 M A S Combined Prolect Sudnet Analysis CllywldA plS antl Asset Manp00mant Naefl9 ASSessmpnt AnSllmplemenlallAn Plnnning 1 A Gan' -w P<o.offltio. E Manapam<nl - -... -. fi,i Oavelep 013 weAMws@n4 GI5 p�<lacl tleml0ona 1.1 pn15cl lnlYOlbn pr<lncll ^.Mallon 10 51.920 669 $1.060 10 61 M $"I $2,2G "i 82806 A j)2q 12 pm] ocl m@n89<m <nl PI[la[I mnn[ganlanl 09 $11 p00 % $11 A90 llC 520.190 N 520,N0 120 621,)20 61 $t0,2E0 _1d ymincl<I -I pa015@I<bso A _ -_ 12 92120 00 5Y 120 12 62 25 R"i WO AIB$v@bllan 0 $ N W ]8 S9 60 T <oN1 TaNl. 00 {16,000 1 3]0 $16.8]8 1]2 $89,040 40]9 $29,971 169 $R)A]q <9 312AA0 a x<nJ¢asemamem mywlJe xoeae Naenmonl ]16 $41,000 ]1 30,620 Plole6T011'. 004 $11.,W $1,. I iii A)4 JZ4 , 3110$30 2.1 ftoioamh anJ eovl<w BalstlnO enWOnm <n1 C0110[IE PoNe' x e11551p @su1MV9nIOry4aU fl[da1M tl «p11101111 3201"T $4.260 550 $0,2]0 fi0 10 6406 ]0 $]340 2] C<nbu[I pmgn leMex ¢uns') C<n0u<I pebinleMOw euryoy IO I9 S2!190 50 $2 4A` 10 W.. 53,840 $c N F2,Y90 "'Mo 24 $9,626 12 61.178 25 InleMew ClMW pmamn A 0 ,W-nls MW INOw Cly pelsannal0y 0epalMenl BB j1"A qc $11. 510,01A 10] W.. $4008 631,009 190 $12,690 46 $12.200 a< Contic<1G1s woJibw meppn05 ^tl<nPnoeMO oulcne Lcntlu<t -0 man o4em<m wnfnAmv mapping W Bn6111eMn0 0 $9,100 . MAW 60 $10,]00 $501 $11.499 68 $11990 02 51,234 26 00 qHI menl to otl Oov^lo a o aln nee GS aasessm enln o ] SIA1 S50 31910c 110 $30 fiB0 0 Bi0 402590 0 5R 190 TOaX aioNl 20 fAQ0 A0 $1A 0) 80,29) 9A0 608.100 $6�T19 314A10 6Y1 SBIA II iR6 IRAAP 4 60ob01[ plamnin0 0.1 W"Il ly Clfyxlae GlS Nibn 10 $91Y00 S0 99,J4c 0 $0 fc gp 10 5$400 0 90 3.2 DOwbp 0191o<M1rwNgy 60ag0Y 16 $],020 90 PAN 0 50 50 w 13 $]A20 0 50 9d N ilm G19 e0meae Miliatiwr 19 f9 ]60 90 54.980 0 $0 90 50 10 0 50 T<sX9 Total 60 B�]40 30 SB.)d0 0 $0 f0 j0 50 H $0,]90 0 60 4 Ols Syalnm 0onlpn lNA9 A .1 Develop mn[epNal OaWhoaa 45a...11 Oowl5 [IByluaIE.AV mnI AMS tleWOe I. tlecl0^ 40 $1990 $e ;5,340 A 40 §11,222 11 $919 4R GBVObp Gl61oe0nobgy ¢<w mon 0o lbna pevelOy EMlS leehrobpy �xommon0 allana 2A $9.080 " $9,e00 56 R.i. $0,020 $0 ",1 - "A" 40 $12W 10 4]340 A] p GIS Ao tln U a< o aoL E sm io okA Ta NI OB 216,160 U. 515,200 114 320,900 5099 $01 A9q 1)2 5]1.1$2 ]0 {I.IM 5 Oavalvp Alen ImIAOm ^Yx<Aplan6ilnalP[aa<I....- fi,i Oavelep 013 weAMws@n4 GI5 p�<lacl tleml0ona pofmo nlerylao a asol man @Aamem am01 Y 60 59,]" $0 $0,)e0 B $1,0" $0 51A60 60 $BA50 s 52.810 6R povolc...Nmen.Wn plan tlooumenl pewlcp lin plom@mnpon pm acl 0o0n ll- 42 $8200 $2A 58,610 AY S10,5" 0 $101600 90 mm 0 VA. fig ye cillMlo pnal yfen ptben leWn Oavalop lmplamanlntlon plea 0c<ulimul 14 52,60c X9 $2,009 58 EICAM $250 SIO,])0 00 $IOWO ) 31,]40 54 R"i WO AIB$v@bllan 0 " N W ]8 S9 60 985 IA. iasX 6TO Wl 100 520A40 W9 $]O A]0 143 $2]A40 51,165 526.p2d ]16 $41,000 ]1 30,620 Plole6T011'. 004 $11.,W $1,. I iii A)4 JZ4 , 3110$30 661909` 5148,4¢ I I 3201"T 2001 1010.1 N,ll; I. GCaIbInvJ W9l ona wNigs rvv vsBmnly baeetlmllly NOUn xllM1 mvoOV <ola S GbnlUlnvticeaf 9vpvsvni ovosoll MUCe 9a9uI10g/rym]lNCfvG90elna <oANIneJ NFBMcla loran mmmllo�l9 .3C1(yMJV aI$W911a tl0(xIeJ J.9A91nnJWalO pq'etl Client#: 25181 PSOMAS ACORD,. CERTIFICATE OF LIABILITY INSURANCE DATE (MM0D1 Y) TYPE OF INSURANCE 4/27/2016 6 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER NAME: Jerry Noyola Greyling Ins. Brokerage /EPIC PHONE 770 -552 -4225 FAX 866- 550.4082 NO, EZt: (A/C, No: 3780 Mansell Road, Suite 370 -MA, ADDRESS: jerry.noyola @greyling.com Alpharetta, GA 30022 $1,000,006 PREMISES Ea occurr0ence 877908 -5619 INSURER(S) AFFORDING COVERAGE NAICq INSURERA: National Union Fire Ins Co of P 19445 INSURED INSURER B AGGREGATE LIMIT APPLIES PER: POLICY � JET Fx I LOC OTHER: Psomas INSURER C: PRODUCTS - COMP /OPAGG 555 South Flower Street; Suite 4300 $ Los Angeles, CA 90071 INSURER D: LIABILITY ANY AUTO ALL OWNED SCHEDULED AUTOS HIRED AUTOS X AUTOS NON -OWNED AUTOS 4489706 INSURER E 04/01/201 INSURER F: $ 1,000,D00 BODILY INJURY (Per person) COVERAGES CERTIFICATE NUMBER: 16 -17 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDLSUBR INSR MD POLICY NUMBER POLICYEFF MMIDDIYYYY POLICY EXP MMIDD /YYYV LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE OCCUR Contractual Llab. 5268212 04/01/2016 - 04/01/2017 EACH OCCURRENCE $1,000,006 PREMISES Ea occurr0ence $500,000 X MED EXP(Any one person) $25,000 GEN'L PERSONAL &ADV INJURY $1,000,000 AGGREGATE LIMIT APPLIES PER: POLICY � JET Fx I LOC OTHER: GENERALAGGREGATE $2,000,000 PRODUCTS - COMP /OPAGG $2,000,000 $ A AUTOMOBILE X X LIABILITY ANY AUTO ALL OWNED SCHEDULED AUTOS HIRED AUTOS X AUTOS NON -OWNED AUTOS 4489706 04101/2016 04/01/201 COMBINED SINGLE LIMIT Ea ac d cient $ 1,000,D00 BODILY INJURY (Per person) $ BODILY INJURY Per accident $ PROPERTY DAMAGE Per accident $ UMBRELLA LIAS EXCESS LIAB OCCUR CLAIMS -MADE EACH OCCURRENCE $ AGGREGATE $ DED RETENTION$ $ A A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOR/PARTNER /EXECUTIVE OFFICEWMEMBER EXCLUDED? ® (Mandatory in NH) If DESCRIPTION OF OPERATIONS below NIA 015893764 ADS (ADS) 015893765 (CA) 04/01/2016 04/0112016 04/01/201 04/011201 X PER OTH- STATUTE ER E. L. EACH ACCIDENT $1,000000 EL DISEASE -EA EMPLOYEE $1,000,000 EL .DISEASE - POLICV LIMIT $1,600,000 DESCRIPTION OF OPERATIONS / LOCATIONS /VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) 2SAN051100 & 4SAN020200; Agreement Nos. A- 2008 -219 & A- 2015 -167; City of Santa Ana On -Call Engineering Services 14 -037 & GIS Needs Assessment & Implementation Plan & Enterprise Asset Needs Assessment & Implementation Plan. The City of Santa Ana, officers, employees, agents & representatives are named as Additional Insureds with respects to General & Automobile Liability where required by written contract. The above referenced liability policies are primary & non-contributory where required by writteyi contract. (See Attached Descriptions) REVIEWED BY; . EUNICE HEREDIA (PG / OF F City of Santa Ana Public Works Agency 20 Civic Center Plaza, M -21 Santa Ana, CA 92702 ACORD 25 (2014/01) 1 of 2 #S481473/M457630 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE © 1988.2014 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD JNOY1 POLICY NUMBER: 5268212 COMMERCIAL GENERAL LIABILITY CG 20 37 04 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS /COMPLETED OPERATIONS LIABILITY COVERAGE PART ANY PERSON OR ORGANIZATION WHO YOU BECOME °OBLIGATED'TO INCLUDE AS AN ADDITIONAL'INSURED AS A'RESULT OF ANY'CONTRACT OR AGREEMENT YOU HAVE ENTERED INTO SCHEDULE Location And Description Of Completed Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section II - Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury" or "property damage" caused, in whole or in part, by "your work" at the location designated and described in the Schedule of this endorsement performed for that additional insured and included in the "products- completed operations hazard ". However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agree- ment, the insurance afforded to such addi- tional insured will not be broader than that CG 20 37 04 13 which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following is added to Section III - Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insu- rance shown in the Declarations; whichever is less. This endorsement shall not increase the appli- cable Limits of Insurance shown in the Decla- rations. I ®'Insurance Services Office, Inc., 2012 Page 1 of 1 0 REVIEWED BY: /%/-,,,,, !'`jf' I , EUNICE HEREDIA (PG F)OFS ) POLICY NUMBER: 5258212 COMMERCIAL GENERAL LIABILITY CG 20 33 04 13 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS - AUTOMATIC STATUS WHEN REQUIRED IN CONSTRUCTION AGREEMENT WITH YOU This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART A. Section 11 . Who Is An Insured is amended to include as an additional insured any person or organization for whom you are performing operations when you and such person or organization have agreed in writing in a contract or agreement that such person or organization be added as an additional insured on your policy. Such person or organization is an addi- tional insured only with respect to liability for "bodily injury ", "property damage" or "personal and advertising injury" caused, in whole or in part, by: 1. Your acts or omissions; or 2. The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured. However, the insurance afforded to such additional insured: I. Only applies to the extent permitted by law; and 2. Will not be broader than that which you are required by the contract or agreement to provide for such additional insured. A person's or organization's status as an addi- tional insured under this endorsement ends when your operations for that additional insured are completed. B. With respect to the insurance afforded to these additional insureds, the following additional ex- clusions apply: This insurance does not apply to: 1. "Bodily injury ", "property damage" or "personal and advertising injury" arising out of the rendering of, or the failure to render, any professional architectural, engineering or surveying services, including: a. The preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; or le. Supervisory, inspection, architectural or engineering activities. This exclusion applies even if the claims against any insured allege negligence or other wrong- doing in the supervision, hiring, employment, training or monitoring of others by that insured, if the "occurrence" which caused the "bodily in- jury' or "property damage ", or the offense which caused the "personal and advertising injury ", involved the rendering of or the failure to render any professional architectural, engineering or surveying services. 2. "Bodily injury" or "property damage" occurring after: a. All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or b. That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. C. With respect to the insurance afforded to these additional insureds, the following is added to Section III - Limits Of Insurance: The most we will pay on behalf of the additional insured is the amount of insurance; CG 20 33 04 13 0 Insurance Services Office, Inc„ 2012 Page 1 of 2 ❑ 1. Required by the contract or agreement you have entered into with the additional insured; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable limits of Insurance shown in the Declarations. Page 2 of 2 0 Insurance Services Office, Inc„ 2012 CG 20 33 04 13 0 A� a® CERTIFICATE OF LIABILITY INSURANCE 5/DATE(M DDrcvyV) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Dealey, Renton &Associates License #0020739 P. O. Box 10550 CONTACT NAME: PHGNE 714- 427 -6810 FAX . 714- 427 -6818 E -MAIL . rise @dealeyrenton.com INSURERS AFFORDING COVERAGE NAIL N Santa Ana CA 92711 -0550 INSURER A:ACE American Insurance Company 22667 INSURED PSOMAS INSURER B : $ PSOMAS 555 South Flower Street, Suite 4300 Los Angeles CA 90071 INSURER C: $ INSE D: MED EXP IAry one person) $ INSURURER R E INSURER F COVERAGES CERTIFICATE NUMBER: 1918420735 RFVISInN NIIMRFR• THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE INSO Me POLICY NUMBER POLICY EFF MM /DDIYVYY POLICY EXP MMIDDIYVYV LIMITS COMMERCIAL GENERAL LIABILITY CLAIMS -MADE E OCCUR EACH OCCURRENCE $ DA A ET RENTED PREMISES Ea occurrence $ MED EXP IAry one person) $ PERSONAL A ADV INJURY $ AGGREGATE LIMIT APPLIES PER POLICY ❑ PRO- ❑ JECT LOC GENERAL AGGREGATE $ GEN'L PRODUCTS - COMP /OP AGO $ $ OTHER: AUTOMOBILE LIABILITY COMBINED SINGLFTFri Ea accident $ BODILY INJURY (Per person) $ ANY AUTO AUT OWNED SCHEDULED BODILY INJURY (Par accident) $ HIREDAUTOS NON -OWNED AUTOS PROPERTY -DAMAGE Per accident $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE DED I RETENTION$ $ WORKERS COMPENSATION PER OTH- AND EMPLOVERS'LIABILITY Y/N STATUTE ER E.L. EACH ACCIDENT $ ANY PROPRIETCRIPARTNERIEXECUTIVE ❑N OFFICER/MEMBER EXCLUDED? /A E.L. DISEASE - EA EMPLOYEE $ (Mandatory In NH) If yes, describe under DE SCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ A Professional Liability Claims Made G23638381007 10115/2015 10/15/2016 Per Claim $1,000,000 Annual Aggregate $2,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (AC ORD 101, Additional Remarks Schedule, may be attached if more space is required) 30 Day Notice of Cancellation /10 Day notice for Non - Payment of Prem 2SAN051100, City of Santa Ana On -Call Engineering Services Agreement 14 -037, PWA (A- 2008 -219 & A- 2015 -167), GIS Project. REVIEWED BY: _ EUNICE HEREDIA (PG /OF `) CERTIFICATE HOLDER CANCELLATION City of Santa Ana, PWA - Design Engineering Attn: Monica M. Suter, PE, TE, PTOE SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza, M -36 Santa Ana CA 92702 AUTHORIZED REPRESENTATIVE @ 1988.2014 ACORD CORPORATION. All rights reserved. ACORD 25 (2014101) The ACORD name and logo are registered marks of ACORD